Q3 2025 · 13F-HR
GREENLEA LANE CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-11-14 · accession 0001420506-25-003244
$343.0M
Reported value
8
Positions
2025-09-30
Period end
The Brief · GREENLEA LANE CAPITAL MANAGEMENT, LLC · Q3 2025
AI · grounded in 13F
Greenlea Lane Capital Management, LLC established a new position in AMZN valued at $70.7M. The fund also initiated new stakes in BN for $65.3M and BRK/A for $50.5M. Additional new positions include MKL, TSLA, and TRUP. Total assets under management stand at $342.9M across 8 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $70.7M | 20.6% | 321,895 | Common | SOLE |
| 11271J107 | BN | BROOKFIELD CORP | $65.3M | 19.0% | 952,215 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $50.5M | 14.7% | 67 | Common | SOLE |
| 570535104 | MKL | MARKEL GROUP INC | $42.9M | 12.5% | 22,455 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $35.3M | 10.3% | 79,335 | Common | SOLE |
| 898202106 | TRUP | TRUPANION INC | $33.1M | 9.64% | 764,095 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $25.5M | 7.43% | 104,770 | Common | SOLE |
| G17977110 | BUR | BURFORD CAP LTD | $19.7M | 5.75% | 1,835,072 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.